Reach 360: Publish Training
To add training to your account library, it must be published. Once it's live, you can enroll learners and groups or learners can discover it for themselves. Keep reading to see how to get training into the hands of your learners. Publish New Training Publish Updates to Existing Training Note: Reach 360 Admins can directly publish training from Rise 360 if they're also an Articulate 360 seatholder on their team. Publish New Training On the Courses section of the Manage tab, newly submitted content is listed at the top of the training list with an Unpublished button. Unpublished items are always listed before content with submitted changes. Don't see your training listed? If you're an Articulate 360 seatholder, you can also click Add Courses and select Publish Courses from Rise to open Rise 360. Note: Reach 360 content creators can select an admin to notify by email when submitting Rise 360 training. Storyline 360 training submissions automatically send a notification email to all admins. Click the item in the list and click the Publish Course button. The author may have modified these values already, but you can change them here before publishing. Above the title, click Preview Course to open the submitted training in a new tab. This doesn't count as an active learner event. For Rise 360 courses, set training completion parameters. Learners can complete the training by viewing a specified percentage, passing a selected quiz lesson in the training, or both. You can also choose to publish the training without a completion requirement. Note: If the author lowers the passing score of a quiz after the training is published, learners will have to take the quiz again in the republished training to gain the benefit of the lowered score, even if their prior score would be a success with the new parameters. The training duration value is how long it takes the average learner to complete the training. The default value is 30 minutes and can be overwritten. Select the Completion Celebration option to display an animated celebration for learners when they meet the completion parameters. You can also provide learners with a downloadable completion certificate. Note: If a user takes training as part of a learning path that has a completion certificate, they'll only be able to download one certificate for that learning path, not the individual certificates of its composite items. Set how long a learner has to complete the training after they've enrolled. You can set a specific date, no due date, or a custom timeframe of your choosing. When selecting an interval of a set number of days, the time period begins when the learner is enrolled in the training. If you’d like learners to be able to find this training in your account library, set Library Visibility to On. If set to Off, only those learners enrolled in the training will be able to take it. Also, we recommended turning off library visibility if the training is part of a learning path. Once library visibility is enabled, you can select the library where users can find it. Click the Choose Topic button, then select as many topics as apply from the pop-up menu. Use the search bar to filter the topic list. Click the X once you’re finished. Remove an already-added topic by clicking its X icon. Click Publish to complete the publishing process and return to the training details. Publish Updates to Existing Training When an author submits changes to training, it moves to the top of the training list under any unpublished training and displays a New Changes button. Click the training to access the training details. Click the Publish Updates button to open the Publish Course window. Review the publish settings as detailed in the previous section, making any changes as necessary. Note: When you republish an existing training where each lesson has been updated, the manually modified training duration value will be overwritten. Click Publish. Learners aren't notified when training is updated, you'll have to let them know there are changes. They'll see your updated content if they're currently taking or retake the training. If they've already completed the previous version of the training, their progress isn't reset. Pro Tip: Want to remove access to training, make it invisible to learners, or remove it from your library entirely? Click here for more information.Articulate 360 Teams: Managing Content When Users Leave Your Team
When a user leaves your team, you don’t always want their content to go with them—especially since that content may contain proprietary or other sensitive information. Articulate 360 Teams empowers you to choose what happens to a user’s shared and personal content when they leave, helping you maintain control of your intellectual property. Here’s how it works. Any content a user creates with Articulate 360 web apps, like Rise 360, is connected to their Articulate ID and is considered personal content. Once they share any of that content with the team, it becomes shared content, unless they unshare it. Shared content remains with the subscription, so it must be transferred to another team member before the user leaves the team. You also get to choose how to handle that user’s personal content—content connected to their Articulate ID but not shared with the team. You can either retain access to their personal content by transferring it along with the shared content or lose access to that content by allowing it to remain with the departing user. Note that once the user leaves your team and their email is deactivated, you'll completely lose access to their personal content unless you have transferred it before deactivation. The table below shows examples of personal and shared content to help you decide how to proceed. Personal Content Shared Content Rise 360 courses, microlearning, and question banks in the private directory Unshared Rise 360 block templates Review 360 items and folders in the private directory. Rise 360 courses, microlearning, and question banks in the team directory Shared Rise 360 block templates Review 360 items and folders in the team directory Storyline 360 shared team slides In most cases, you’ll want to include personal content when transferring content to another team member to maintain control of your team's intellectual property. However, not including personal content in a transfer can make sense in some specific scenarios. For example, when: A team member is leaving temporarily, and no one else needs to access their Rise 360 and Review 360 content before they return. A contractor or freelancer used their personal Articulate ID to join your team, and they have personal content connected to it. (When that happens, follow the tips in How Freelancers Work With Articulate 360 Teams.) No matter the situation, we’ve outlined the process and each option step by step below. Remove the User from Your Team Transfer Shared and Personal Content Transfer Only Shared Content Transfer Content to a New User When There's No Available License Remove the User from Your Team To get started with removing a user from your team, go to https://id.articulate.com/redirect/account and sign in with your Articulate ID email address and password. Then, click Manage Team on the left side of the screen and follow the steps below. (You must have either primary admin, 360 admin, or group manager permissions to see the Manage Team page.) Click their name from the list to launch the Edit permissions sidebar. Members with primary admin or 360 admin permissions can remove multiple users at once by selecting the checkboxes beside their names. Note that content from selected users with creator permissions may only be transferred to one member. Click the Remove from 360 link at the bottom. Click the Transfer to field to select a team member as the new owner of the removed user's shared content. You can type the first few letters of the receiver’s name to filter the list, as shown below. If the person you want to transfer content to hasn’t joined the team yet, invite them to the team and assign creator permissions first before removing the old user. You can transfer content to them when they accept your invitation to join the team. If there are no available licenses for the new user, see this section for workaround options. Choose either of the following options (See below for details on each option): Transfer Shared and Personal Content Transfer Only Shared Content Transfer Shared and Personal Content To remove a user and retain access to their personal content in the transfer, keep Include personal content selected and click Remove User, as shown below: What happens when you transfer the removed user's content to someone else? The user you removed from the team receives an email notification confirming that they were removed. The user also loses access to any Review 360 items with private share links. The new owner receives an email notification about the content transferred to them. They have full control over Rise 360 courses, microlearning, label sets, and block templates; Review 360 items (including Storyline 360 project backups) and review requests; and Storyline 360 team slides. (Learn where to find transferred content.). Rise 360 collaborator access and folder share settings for Rise 360 and Review 360 are also transferred to the new owner. Course collaborators on Rise 360 courses and shareable links for Rise 360 and Review 360 content remain the same, so everyone who has access can continue to use them. Who can you transfer content to? You can transfer content to any single team member with creator permissions. (Content can’t be divided among multiple users.) However, once the transfer is complete, the new owner can transfer Rise 360 courses to other team members. The new owner must be a member of your team with creator permissions. If they haven’t joined your team yet, invite them to the team and assign creator permissions first before removing the old user. You can transfer content to them once they’ve accepted your invitation to join the team. Does all the content from the original user get transferred? Yes, all of the user’s Rise 360 courses, microlearning, Review 360 items (including Storyline 360 project backups), review requests, and Storyline 360 team slides are transferred to the new owner. Rise 360 collaborator access and folder share settings for Rise 360 and Review 360 are also transferred to the new owner. Here's what the new owner sees. Transfer Only Shared Content To remove a user from your team without transferring their personal content, uncheck Include personal content before clicking Remove User, as shown below: What happens when you remove a user and don't include their personal content? The user receives an email notification confirming that they were removed. They lose access to any Review 360 items with private share links. The user’s private Rise 360 courses, microlearning, and Review 360 items (including Storyline 360 project backups) remain on our servers up to six months. During that time, shareable links for the projects continue to work, so your team can still view them. However, no one will be able to edit or manage them. Any collaborators will have their access to the content revoked. If the user rejoins your team, joins another team, or buys an individual subscription with the same email address within six months, they’ll have full control of their private Rise 360 content and Review 360 items again. The new owner of the shared content receives an email notification about the content transferred to them. They have full control over Rise 360 courses and microlearning in the team directory, label sets, and shared block templates; Review 360 items in the team directory (including Storyline 360 project backups) and review requests; and Storyline 360 team slides. Learn more. Rise 360 collaborator access from shared content and folder share settings for Rise 360 and Review 360 are also transferred to the new owner. Transfer Content to a New User When There's No Available License What happens if you need to transfer a removed user’s content to a new user, but you’ve used up your team’s available creator licenses? You have two workaround options: Temporarily assign group manager permissions to the new user Remove the old user and temporarily keep their content unowned within the subscription Temporarily Assign Group Manager Permissions to the New User To use this workaround, you’ll need to create a new group for the member being removed, assign group manager permissions for that group to the new user, and then ask the new user to remove the former member and transfer the license and content to themselves. (Group manager permissions only allow access to users within their group. They won’t have access to other users and subscription settings, and they don’t use up a creator license.) Here’s how to do that, step by step: Create a new group without assigning a license. Move the user who left your team to this new group. Add the new user to your team, temporarily enable manager permissions, and assign them as a group manager for the new group. Group managers don’t consume licenses. When the new user accepts your invitation to join the team, ask them to remove the user who left your team and transfer the content to themselves. You can share these additional instructions: Please follow these steps to transfer the license and the previous user’s content: Sign in to the Manage Team page: https://id.articulate.com/redirect/manage using [new user’s email address] Search for [email address of the user who left your team] and click it. Click the Remove from 360 link at the bottom of the sidebar. Click the Transfer to field and select your name from the dropdown. [Select/Deslect - decide whether to include personal content or not] the Include personal content checkbox. Click Remove user to accept the terms and complete the process. The new user becomes the content owner, taking the license vacated by the user you removed and automatically getting creator permissions. If you don’t want the new user to continue to have group manager permissions, disable that permission. They’ll still have creator permissions and own the content that was transferred to them. Remove the old user and keep their content unowned within the subscription This approach lets you remove the user and temporarily keep their private and shared content as unowned within the subscription. Once you’ve assigned a license to the new user, contact us and we’ll transfer the content. Follow these steps to proceed: Remove the user’s creator permissions on the Manage Team page using any of these methods: Disable the Create toggle at the top of the Edit permissions sidebar. Click the Remove from 360 link at the bottom of the Edit permissions sidebar. Click the Transfer to field and select None - do not transfer content. We will keep personal and shared content in an unowned state until you’re ready to transfer it to another team member. Skip this step if you only have one license in your subscription. Click Confirm or Remove User to free up the creator license. Assign the creator license to the new user who will receive the content. Have the member with primary admin permissions contact us with the following information, and we’ll transfer the unowned content to the new team member. Subscription number or name Email address of the user that was removed from the team Email address of the new user who will receive the removed user's contentArticulate Localization: Create Multi-Language Rise 360 Courses
With Articulate Localization, you can translate course and microlearning content into 80+ languages and manage all the language versions as a single project, right from the Rise 360 dashboard. Watch the video to learn how to translate and share the translations with validators. Then read on for more details on managing multi-language courses. Translate a Course Early-Access Course Stacks Translate Text Updates Manage Languages Add or Replace a Language Remove a Language Capture Course Stack Versions with Snapshots Save a Copy of a Language Tips Add Collaborators Localize Video and Audio Assets Understand Question Banks Include Right-to-Left Languages Translate Storyline Blocks for Use in Rise 360 Courses Translate a Course Before translating your course, run through this checklist to avoid common issues. Prepare your course for AI translation with the following best practices: Avoid using all caps to emphasize certain words. AI translation often interprets this as an acronym and won’t translate it. Avoid splitting a sentence into multiple text blocks, as this removes necessary context for effective translation. Avoid using emojis. Their meanings can vary across cultures, and machine translation tools may not interpret them accurately. Use proper grammar. Simplify formatting. Complex formatting can create challenges for all forms of AI translation. Here are some best practices: Don’t format spaces. Let Rise 360 handle text wrapping. Using shift+enter to manually insert line breaks will impact other languages, where it won’t always be appropriate. Scan through your content one more time for terms that might need to be added to the AI translation glossary. The glossary specifies how terms are translated—or not translated. For example, you might have a specific term for “service” in a particular language. Or you may want to make sure your brand name does not get translated. Once you’ve double-checked your course, follow these steps to get started with Localization: In your dashboard, hover over the content tile for the course you want to localize, click the more (...) icon, and select Translate. A translation dialog will appear. You can confirm the source language, select one or more target languages, and adjust the formality if the languages support that option. Choose a glossary for the translation run. This glossary will be used for all succeeding translations for this course, including updates. Click Translate. Rise 360 will create a multi-language course with all the language versions presented as a single course “stack”. The course stack tile on the dashboard indicates how many languages are in the stack, as shown below. Multi-language courses share the same theme and structure. If you add, move, or delete a block, lesson, or section in one language, those changes will apply to all other languages in the course. Other factors to note: Clicking the tile opens an overview page that lists all the current languages in a sidebar and allows you to preview each language. Click EDIT COURSE to make changes to any language version. The language dropdown on the top left lets you switch between languages while authoring, as shown below. Here are some guidelines to keep in mind when choosing a language from the dropdown: Stay in the source language if you want to make changes in all languages, such as updating course content, adding new blocks, lessons, or sections, and changing themes. Switch to a target language if you want to make language-specific changes, such as replacing media assets, editing existing text, and changing course labels. Custom label sets are not translated, but translated courses will automatically have default label sets for each target language. If you prefer to use custom label sets, you can assign them to individual language versions after translation. Images, audio, and video assets will be the same across all languages after translation. Any changes you make to the media—such as alt text or image alignment—in the source language will be applied to all target languages. You can have language-specific media by modifying the media asset in the target language. Remember that editing a target language disconnects the asset from the source language, so any changes made to the source won’t be applied moving forward. Similarly, code blocks will be the same across all languages after translation. You can have language-specific code blocks by modifying the code for each language after translation. If you accidentally choose the wrong glossary, translate the course again and select the current languages to enable the Glossary field. Custom blocks are not currently supported for Localization. Early-Access Course Stacks Multi-language courses created during our early-access program will have an [Early Access] tag on the course tile and course stack. This older version has the following differences: When you add languages to a Rise course, each translated language becomes a separate copy of the original course, so changes you make to one language version will not affect other languages. To edit an individual language, switch to it in the sidebar and click the Edit button in the top navigation bar. Any changes you make affect only the language you are currently editing. There’s no option to translate updates to the source language and publish a single-package, multi-language output. Learn more about the early-access version of multi-language Rise 360 courses. Refer to this user guide when working on this version. Translate Text Updates Rise 360 detects text changes made to your source language after the last translation run. It allows you to translate these changes without affecting other portions of the course. If the unchanged portions have imported validation suggestions, these will be preserved. Here's how it works. Update existing text or add blocks to your source language. A blue notification dot appears on the language dropdown on the top left. Click the language dropdown and select Back to Stack. From the course stack, click Update Translation to translate only the text updates you made for all existing target languages. When the translation run completes, the Update Translation option disappears. Additional information: Text updates are determined by translation units called text segments. A text segment breaks down the source text into smaller parts while retaining its meaning in context. Segments can vary in length and structure—from single words to complex sentences or even short paragraphs, depending on context. In Rise 360, a segment is typically the text in a block. Any text change in a segment will retranslate the whole segment. You can see how your course is broken down into segments when you publish to Review 360 and view the translation table. If your course has already been validated, follow the tips in this article to request validation for only the updated content in Review 360. Importing validation suggestions or updating text in the target languages will not enable the Update Translation option. Adding blocks, lessons, or sections to any target language will also apply to other languages, but they won't get translated. If you accidentally added them to the target language, simply delete them and recreate them in the source language. You can’t duplicate or send a copy of the multi-language course until all pending translations are updated. Translating updates within the same Articulate 360 subscription contract term does not affect your total purchased translation. Manage Languages You can add or remove languages from a multi-language project and create snapshots at any time. You can also save a copy of a language as a separate course. Add or Replace a Language To add or replace (retranslate) a language, re-run the translation tool by selecting Translate from the stack tile option in the dashboard or clicking Translate at the bottom left of the stack overview. If the language exists in the course stack or the Archived Translations folder, click Translate again to overwrite existing versions. Note: Retranslating or using AI translation for existing languages in a multi-language course within the same Articulate 360 subscription contract term does not affect your total purchased translation count. However, if you duplicate the multi-language course or send a copy to someone else, any new translations on the copy—including translating text updates—will be counted. Remove a Language To remove a language, click the ellipses (...) beside the language from the stack overview, and choose Archive. The language moves to the Archived Translation folder at the bottom left. You can restore or permanently delete the language from the Archived Translation folder. Retranslating archived languages will also permanently delete the versions in the Archived Translations folder. Capture Course Stack Versions with Snapshots Create and manage snapshots of your multi-language courses by selecting the Snapshots menu next to the course title in the course stack overview page. Similar to single-language snapshots, versions are automatically generated whenever you publish a multi-language course. You can also save different versions and restore them as needed. Key points to remember: Snapshots are not available in early-access versions. Snapshots created before you translated the course are still included. While you can't revert to these pre-translation versions, you can save them as a new course or microlearning. Restoring an earlier version won't impact your translation count. If any languages are removed during a restore, retranslating them is free, as long as you do this within the same billing period. Save a Copy of a Language To save a language as a separate course or microlearning, click the ellipses (...) beside the language from the stack overview, and choose Save as. Give the copy a name and click Save. The copy is saved in the same folder as the multi-language project and includes the default label set for the corresponding language. The label set is also added to the list of built-in label sets under Course Settings. Tips Add Collaborators You can add collaborators to your multi-language course in three ways: Click Share > View collaborators from the course stack or while editing the course to add them via course settings. From your Rise dashboard, hover over the content tile for the course, click the More (...) icon, and select Share to add them via share settings. If the course already has collaborators, a Share Settings option displays instead. Hover over the content tile for the course from your Rise dashboard, click the More (...) icon, and select Move to move the course to a team folder. Everyone who has collaborator access to the team folder you choose will have the same access to the course. You can add anyone with an Articulate 360 Teams subscription, but they must be on a subscription with Articulate Localization to access course stacks. Note that course managers and editors can view and edit multi-language courses. However, only course managers can manage languages. Course managers can also initiate course translations or add new languages if they have translation access within the same subscription. Collaborators without access to Articulate Localization can’t access the course stacks, but course managers can save separate copies of each language to their account when they try to launch the course stack. Localizing Video and Audio Assets Localize video assets automatically by adding closed captions before translation. Captions translate along with other course text when you add new languages. They’re also included in the validation process when you publish to Review 360 for validation. Validators can play the video and click the CC button to display the captions. Learn how to add closed captions to videos. For blocks with audio, you can add transcripts after recording or uploading your narration. These transcripts will be translated automatically. To include a transcript: Enable the Transcribe audio file toggle when you upload or record audio. Or, generate text-to-speech with AI Assistant, which automatically includes transcripts. Read on for instructions. If you have AI Assistant and the target language is supported, you can create AI-generated text-to-speech from translated text. Here’s how Include a text version of your narration in the course, either in the block or as an audio transcript. Translate your course or microlearning. Publish your course to Review 360 for validation. Validators will also see the transcripts as they review the whole course. When the validation process is complete, follow these steps to generate text-to-speech for each audio asset in the target language or languages: To use text from the audio transcript: Click the Options (...) icon on the right of the audio player and select Edit transcript. Select the transcript text, press CTRL+C to copy, and then click X or Cancel to exit. Click the Options (...) icon again, then choose Edit audio. Paste the copied text into the script field. Choose your preferred voice from the Voice drop-down menu. Click Generate Speech at the bottom. Click Insert to add the audio to your course. To use text from the block: Click the Options (...) icon, then choose Edit audio. Click the insert block text link above the script field to add the block’s text. Choose your preferred voice from the Voice drop-down menu. Click Generate Speech at the bottom. Click Insert to add the audio to your course. For language-specific media assets, upload them directly to the target language to avoid affecting other languages. Learn more about adding language-specific media. Understand Question Banks Questions drawn from question banks are translated together with the course. When publishing to Review 360 for validation, we recommend including all the questions from the question bank so validators can review them. Learn more about using question banks in knowledge checks and quizzes. Include Right-to-Left Languages Rise 360 supports multi-language courses with both left-to-right and right-to-left language versions. In edit mode, right-to-left language versions are in a left-to-right layout, but they will automatically adjust to right-to-left layouts when the course is previewed, reviewed, or published. Translate Storyline Blocks for Use in Rise 360 Courses Storyline blocks must be translated and validated through Storyline 360 before the translated versions can be embedded in Rise 360 content. Here’s one approach we suggest: Finalize your Rise 360 course and Storyline blocks in your source language. Translate, validate, and import suggestions for the Rise 360 course in Rise 360. Translate, validate, and import suggestions for the Storyline blocks in Storyline 360. After completing the Localization workflow in Storyline 360, publish the final version of the multi-language Storyline course to Review 360. Embed each Storyline language version to the corresponding language in the Rise 360 course. Follow these steps: Launch the Rise 360 course and click Edit Course. Click the language dropdown on the top left and select one of the target languages. Navigate to the Storyline block and click the pencil icon to edit. When the sidebar opens, click Change and select the Storyline course for this language. Each language version will have the title suffixed with the language code, such as “Onboarding Course - FR” or “Onboarding Course - DE.” If you use a single Storyline file for multiple Storyline blocks, you can publish the whole project to Review 360 for validation. Consider these options to ensure your validators are aware of the different slides/scenes: Instruct them to use the course overview navigation dropdown in the Translation tab in Review 360. (Note: The Translation tab isn’t available in the source language.) Enable the Storyline 360 player menu during the validation process. After validation, hide the player menu and republish the final version for embedding these scenes/slides as Storyline blocks. To publish slides or scenes as separate Review 360 items, save each language as a separate file—including the source language—to turn them into single-language project files. The Review 360 items can then be inserted as separate Storyline blocks. However, localization features like course updates, language validation, and multi-language workflow management won't be available for these copies.Articulate 360 Teams: Managing People, Groups, and Invites
We’ve simplified team management at any size with Articulate 360 Teams. Invite team members, assign permissions, organize creators into groups, and track invites sent—all from one intuitive interface. In this article, you’ll get oriented to the Manage Team page and then learn how to use it, step by step. Access and Navigate the Manage Team Page Use Search and Filter Options Manage Users and Permissions Invite users Bulk-import members with a CSV file Manage permissions Remove users and manage creator content Download a CSV file with all the team members' information Manage Creator Groups Monitor and Manage Invites Access and Navigate the Manage Team Page Managing your team starts right in your web browser. Go to https://id.articulate.com/redirect/account and sign in with your Articulate ID email address and password. (If you have subscriptions in both the U.S. and EU data centers, you’ll be prompted to select the region you want to sign into.) Click Manage Team on the left side of the screen. At the top of the page, the team name, the number of creator licenses available, and the total licenses purchased are displayed. A list of all team members and their current permissions is shown below. Permissions are displayed as badges for each member. Refer to this article to learn more about these permissions. Members with primary admin, 360 admin and group manager permissions will also see three tabs—People, Groups, and Invites—above the list of team members. (Those with Reach admin permissions will not see the Groups tab, because they don’t have access to groups.) Use Search and Filter Options All team members can use the search and filter tools above the list to easily find other members: To search, type the name or email address in the Search people field at the top. Search results appear dynamically as you type. To clear your search results or return to your entire list, simply delete your search term. To filter the list, click the Filters dropdown beside the search field. You can filter by permission types and by group. You can also combine multiple filters to narrow results further. For example, to find members who have creator and 360 admin permission, select the following filters: Create > Creators Manage > 360 Admins To clear all filters, click the Filters dropdown and select Clear all. Manage Users and Permissions Only members with primary admin, 360 admin, group manager, and Reach admin permissions can invite users to the team and manage permissions. Below are the specific actions that members can take, based on their permissions. Members with primary admin and 360 admin permissions can: Invite users Bulk-import members with a CSV file Manage permissions Remove users and manage creator content Download a CSV file with all the team members' information Members with group manager permissions can: Invite users to their assigned group Manage Create permissions of group members Remove members from their assigned group and manage their content Members with Reach admin permissions can: Invite users to manage Reach 360 Manage Distribute permissions Invite Users Let’s start in the People tab, with inviting new users to the team and managing their permissions. Click the Invite people button and follow the steps below: Enter the user’s email address in the Email field. If you want to add more users with the same permissions, click the plus (+) button below the field. Enter their email addresses, one user for each field. Click the corresponding Create, Manage, or Distribute toggle permissions based on their role. Refer to the table below for more details. Create: Enable this toggle to grant creators or content authors access to authoring tools such as Rise 360 and Storyline 360. Each team member with creator permissions uses up one license. Permissions Badge Description Creator Allows the user to access authoring tools and publish to Reach 360 if it’s enabled for the subscription. If assigned using group manager permissions, the team member must be assigned to a group. Otherwise, the default “Upgrouped” may be selected. Localization Available with Articulate Localization, enabling the Localization toggle allows the team member to translate courses. Manage: Enable this toggle to allow admins to add, remove, or manage permissions for other members. Permissions Badge Description 360 Admin Allows the user to manage all members, groups, and subscription settings across the account. They can also manage Storyline team slides and rename and delete shared Rise 360 block templates. Group Manager Allows the user to manage members and creator permissions only within their assigned group. They can’t assign Manage and Distribute permissions. One or more groups must be selected. Distribute: (Only available when Reach 360 is activated.) Enable this toggle and select a role to allow team members to manage Reach 360 settings and learner information. Learn more about Reach 360 permissions. Permissions Badge Description Reach Admin Allows the user to manage all learners, training settings, and more in Reach 360. Reach Manager Allows the user to manage only groups to which they're assigned. You must assign them to more than one group. Reach Reporter Allows the user to access the Reach 360 reporting dashboard. You must assign them to more than one group. Learn more about these permissions and the tasks associated with them. Click Send Invite to save the settings and send notifications to the invited members. Bulk-import members with a CSV file Members with primary admin or 360 admin permissions can invite multiple users all at once rather than adding them one by one. Launch the import CSV window by clicking the Import/Export dropdown and choosing Import CSV. Click Download sample CSV file to download the template. Fill in the details using Google Sheet or MS Excel and save the file. Go back to the import CSV window and click choose a file and select the updated CSV file, or drag and drop the file in the center of the window. Click Upload to complete the process. After uploading a CSV file, invited users appear in the Invite tab. If there are errors in the CSV file, an option to download an error report displays. Click the Download file button to download the report and find out how to fix the issues. New users receive an email invitation with instructions to create an Articulate ID. You’ll want to show them how to install the Articulate 360 apps and manage their profile. Here’s some helpful information you can share with them: Watch this video overview of all the Articulate 360 apps and resources. Install the Articulate 360 desktop app. Install the desktop-authoring apps, such as Storyline 360 and Studio 360. Learn how to use the web apps, such as Rise and Articulate Review. Manage your profile, account, and preferences. Get answers to common questions in these Articulate 360 FAQs. Invitations Expire After 90 Days Invitations for users to join your Articulate 360 team auto-expire after 90 days if they aren't accepted, making team management easier and freeing up licenses for other users. Learn more. Manage Permissions To modify a team member’s permission, follow these steps: Click their name from the list to launch the Edit permissions sidebar. Members with primary admin or 360 admin permissions can update multiple users at once by selecting the checkboxes beside their names. Enable or disable the available permissions as needed. Refer to the permissions table above for reference. Click Save at the bottom of the sidebar to complete the process. Note: Disabling or removing creator permissions will prompt you to transfer that team member’s content to another team member: Click the Transfer to field to select a creator or yourself as the new owner of the removed user's shared content. You can type the first few letters of the receiver’s name to filter the list. If the person you want to transfer content to does not have creator permissions yet, assign creator permissions first before removing the old user. You can transfer content to them when they sign in and accept the creator permissions. If there are no available licenses for the new user, read this article for workaround options. Select or deselect the Include personal content checkbox to choose whether or not to also transfer their personal content. Learn more about managing content when users leave your team. Remove Members and Manage Creator Content To remove a member from the team, follow these steps: Click their name from the list to launch the Edit permissions sidebar. Members with primary admin or 360 admin permissions can remove multiple users at once by selecting the checkboxes beside their names. Note that content from selected users with creator permissions may only be transferred to one member. Click the Remove from 360 link at the bottom. If the team member had creator permissions, click the Transfer to field to select a creator or yourself as the new owner of the removed user's shared content. Select the Include personal content checkbox to also transfer their personal content. You can type the first few letters of the receiver’s name to filter the list, as shown below. If the person you want to transfer content to hasn’t joined the team yet, invite them to the team and assign creator permissions first before removing the old user. You can transfer content to them when they accept your invitation to join the team. If there are no available licenses for the new user, read this article for workaround options. Select or deselect the Include personal content checkbox to choose whether or not to also transfer their personal content. Learn more about managing content when users leave your team. Click Remove user. Download Team Member Info Members with primary admin or 360 admin permissions can export a CSV file with permissions and group information about team members and invited users. Here’s how: Click the Import/Export dropdown and choose Export CSV. Download the CSV file and open it in your favorite text editor or spreadsheet app. The following information displays for each member: Column Description Email address User’s Articulate ID Status Active: Invitation accepted Pending: Invitation not yet accepted Localization permissions X: Can run translations 360 group Lists the groups the user belongs to Manage 360 role Admin Group manager Managed 360 groups Groups that the user can manage (only applies to those with group manager permissions) Reach role Admin Manager Reporter Last login Timestamp in UTC Manage Creator Groups Now that we’ve explored the People tab, let’s move on to the Groups tab, where you can organize your creators into groups. These groups can be organized by department, location, or any other classification that will allow easy delegation of management tasks to group managers. Members with primary admin, 360 admin, and group manager permissions can add users to groups by assigning the group when they invite users to the team. They can also can move group members between groups to which they have access. Here’s how: Hover the mouse over the group member you want to move. Choose Move to group to display a list of available groups. Select a new group for the member. Members with primary admin or 360 admin permissions have additional capabilities. They will see all the groups, including an “Ungrouped group”—team members who have not been assigned to a group. Primary and 360 admins can do the following tasks from the Groups tab using the directions in the table below: Task Steps Create new groups Click New Group Enter a name for the new group in the Group name field on the sidebar. Enter the number of licenses you want to assign in the ”Assign licenses to group” field. The number of available licenses displays below the field. Click Save. Rename groups Click Edit group beside the name of the group you want to rename. Enter a new name in the “Group name” field on the sidebar. Click Save. Update group licenses Click Edit group beside the name of the group you want to update. Enter a new number in the ”Assign licenses to group” field in the sidebar on the right. The number of available licenses displays below the field. Click Save. Delete groups Click Edit group beside the name of the group you want to delete. Click Remove group at the bottom of the sidebar. Choose Yes, Delete when prompted. Move to Ungrouped Hover the mouse over the group member you want to move to Ungrouped. Choose Remove from group to move the member to the Ungrouped list. Monitor and Manage Invites Now that we’ve investigated the People and Groups tabs , let’s move on to the Invites tab. Switch to the Invites tab to see the following: Email addresses of the users who haven’t accepted or declined the invite Permissions assigned to each invited user The member who invited them The date the invite was sent and when it will expire Invited users receive an email notification when they’re first added to the team and when they’re assigned creator permissions. They must log in to https://id.articulate.com/redirect/account to accept the invitation and join the team, but they also have the option to decline the invitation. Team members with primary admin, 360 admin, group manager, and Reach admin permissions have additional options within the Invite tab, as described below: Members with primary admin and 360 admin permissions can manage all pending invites. Members with group manager permissions can only manage pending Create permission invites for their assigned group. Members with Reach admin permissions can only manage pending Distribute permission invites for Reach 360. Depending on their permissions, admins can do the following tasks from the Invites tab using the directions in the table below: Task Steps Resend invite Hover the mouse over the user invite to resend. Choose Resend. Cancel invite Hover the mouse over the user invite to cancel. Choose Cancel. Note: Members with group manager permissions can only cancel Create permissions invites. Reach admin permissions only allow the member to cancel Distribute permissions invites.Storyline 360: Choosing Player Colors, Fonts, and Button Styles
Personalize the player frame around your slide content with colors and fonts that complement your course design or match your brand. And if you’re using the modern player, you can also choose a button style—icons, text, or both icons and text. Choose Colors, Fonts, and Button Styles for the Modern Player Choose Colors and Fonts for the Classic Player Choose Colors, Fonts, and Button Styles for the Modern Player Here’s how to customize colors, fonts, and button styles for the modern player: Go to the Home tab on the ribbon and click Player. When the player properties appear, make sure the Player Style is set to Modern. (Learn more about choosing a player style.) Click Colors & Effects on the ribbon, then choose your colors, fonts, and button styles. Customize Player Features Player Theme: Select the built-in Dark or Light player theme with predefined neutral tones when you want your content to be the focus of learners’ attention. Select the Custom option to create your own player theme with colors that match your brand or course design. Page Background Color: When you lock the player size or turn off menus and controls, you’ll have an option to customize the page background color that learners see around the outside of your course. Accent Color: Choose an accent color from the color selector (the default accent color choices come from your theme colors). The accent color is used throughout the modern player to tie it all together. For example, the accent color highlights the current slide in the menu, identifies the selected tab in the sidebar, and shows the progress of the seekbar. Accessibility Focus Colors: Set two accessibility focus colors—one light and one dark—so the focus indicator is visible on any background. The accessibility focus rectangle lets sighted keyboard-only users see which object is currently selected. Font: Choose a player font and font size for the text that appears throughout the player, including the course title, the menu, and navigation buttons. The size percentage defaults to 100%, but you can choose any percentage between 75% and 200%. If your course has video transcripts, the font and font size you select for all player elements also applies to transcript text. Navigation Buttons: By default, navigation buttons display both icons and text—i.e., arrows and text for previous and next buttons as well as text and check marks for submit buttons. You can switch to just icons or text instead. (Navigation buttons will always be icons on smartphones due to the limited screen space.) Tip: To customize the text for navigation buttons, edit the text labels in your player properties. Customize Closed Captions Change the foreground and background colors of your closed captions. Turn the text shadow on or off to improve caption readability when using certain text and background color combinations. Choose a caption font and font size. The size percentage defaults to 100%, but you can choose any percentage between 75% and 200%. Position captions at the bottom or top of the slide. Choose Colors and Fonts for the Classic Player Note: Classic player colors and fonts only work on desktop and laptop computers—except the captions font, which works on all devices, including tablets and smartphones. Explore this interactive demo to know which classic player properties work on mobile devices. Here’s how to customize colors and fonts for the classic player: Go to the Home tab on the ribbon and click Player. When the player properties appear, make sure the Player Style is set to Classic. (Learn more about choosing a player style.) Click Colors & Effects on the ribbon, then choose your colors and fonts. Choose a Color Scheme Choose a built-in color scheme or a custom color scheme that you previously created from the Color scheme drop-down list. The preview pane on the right side of the window will automatically update so you can see how your color scheme looks. Create a Custom Color Scheme Here’s how to create a custom color scheme: Click Show advanced color editing to reveal additional color options. Choose the portion of the player you want to customize from the Edit item drop-down list. (Download this job aid to identify which player colors affect each player element.) Use the color selector to choose a new color. (If you see top and bottom colors, it means the item is a gradient composed of two colors.) To apply transparency to the item you're modifying, enter a percentage in the Transparency field. (Transparency isn’t available for all items.) Repeat steps 2-4 for each player element you want to customize. If you change your mind and want to undo the edits you made, click the Reset button (it looks like a window icon with a backward-pointing arrow). Save a Custom Color Scheme to Reuse It in Other Projects By default, a custom color scheme is only stored in the project file you’re currently working on. If you want to reuse a custom color scheme in other Storyline projects, just click the Save button, give your color scheme a name, and click OK. When you save a custom color scheme, it appears in the Color scheme drop-down list so you can apply it to any Storyline course you create. A saved color scheme is stored in the current project file and in the following directory on your computer: %AppData%\Articulate\Storyline\360\Frames\StoryFrame\ColorSchemes Delete a Custom Color Scheme To remove a custom color scheme, select it from the Color scheme drop-down, then click the Delete button. (Built-in color schemes can’t be deleted.) The deleted scheme will no longer appear in your color choices. However, if you delete a color scheme that's applied to another course, it won't be removed from that course; it'll just be stored in that particular project file. Choose a Page Background Color The page background color appears behind your published course. Learners may see this color around the outside of your player frame. And if you made the base of your player transparent, the page background color will show through the player. Use the Page background selector to choose a color. The color palette comes from your theme colors. If you don't see the color you want, click More Colors to enter a custom color value. Select Your Fonts and Set the Font Size Choose a Player font for the text that appears throughout the player, including the course title, the menu, and navigation buttons. If your course has closed captions, you can also choose a Captions font. And you can increase or decrease the font size for all player elements and closed captions as a single unit by adjusting the Player font size percentage. It defaults to 100%, but you can choose any percentage between 75% and 200%.
